#178 Retirement Planning for 30-Somethings

"Summer afternoon—summer afternoon; to me those have always been the two most beautiful words in the English language.” - Henry James. It's the first show of August and we're ready to answer your financial questions!

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The first hour of the show was devoted to 30-Somethings Melanie and Tony. As you will hear, the calls start with retirement planning, but we soon expand into other important planning topics.

Later in the show, we discuss annuities for Tim, how to determine your retirement number with Magarito (check out NBER's Choose to Save tool) and how to add bond to your portfolio with Sandra.

Thanks to everyone who participated and to Mark, the BEST producer in the world. Check out Mark's first-producing credit for this CBS Evening News segment that aired recently. If you have a financial question, there are lots of ways to contact us:

  • Call 855-411-JILL and we'll schedule time to get you on the show LIVE 
Radio ShowMark Talercio529 plans, asset allocation, Fiduciary, investing, Retirement, retirement planning, reverse mortgage